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Fidelity MSCI Energy Index ETF

256 hedge funds and large institutions have $775M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.2M
2 -$4.94M
3 -$2.44M
4
UBS Group
UBS Group
Switzerland
-$2.24M
5
SR
Syntax Research
Florida
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
AssuredPartners Investment Advisors
Florida
$6.08M
MMA
27
Miracle Mile Advisors
California
$5.7M
EFM
28
Eley Financial Management
Vermont
$5.49M
FPGK
29
Financial Partners Group (Kansas)
Kansas
$5.25M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.2M
SFG
31
SageGuard Financial Group
Tennessee
$5.13M
TCM
32
Traynor Capital Management
Pennsylvania
$5.06M
KIA
33
KCM Investment Advisors
California
$4.49M
SPIA
34
Steward Partners Investment Advisory
New York
$4.42M
MWM
35
Maltin Wealth Management
New Jersey
$4.25M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.24M
Stifel Financial
37
Stifel Financial
Missouri
$3.99M
YWM
38
Yoder Wealth Management
California
$3.83M
TRIA
39
Trail Ridge Investment Advisors
Colorado
$3.77M
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.63M
JCM
41
Jacobi Capital Management
Pennsylvania
$3.61M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$3.35M
WQ
43
Wealth Quarterback
New Jersey
$2.92M
UBS Group
44
UBS Group
Switzerland
$2.77M
PA
45
Procyon Advisors
Connecticut
$2.58M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.55M
SCA
47
Snowden Capital Advisors
New York
$2.49M
Raymond James Financial
48
Raymond James Financial
Florida
$2.35M
Mariner
49
Mariner
Kansas
$2.15M
AFM
50
Aspetuck Financial Management
Connecticut
$2.13M